Mountain Lake Investment Management as of March 31, 2020
Portfolio Holdings for Mountain Lake Investment Management
Mountain Lake Investment Management holds 29 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 16.3 | $17M | 65k | 257.75 | |
| SPDR Gold Trust (GLD) | 9.3 | $9.6M | 65k | 148.06 | |
| ViaSat (VSAT) | 8.7 | $9.0M | 250k | 35.92 | |
| Allegiant Travel Company (ALGT) | 7.2 | $7.4M | 91k | 81.80 | |
| Barrick Gold Corp (GOLD) | 7.2 | $7.4M | 405k | 18.32 | |
| Vistaoutdoor (VSTO) | 6.5 | $6.7M | 765k | 8.80 | |
| Quanta Services (PWR) | 6.0 | $6.2M | 195k | 31.73 | |
| National-Oilwell Var | 5.0 | $5.2M | 525k | 9.83 | |
| Newmont Mining Corporation (NEM) | 4.4 | $4.5M | 100k | 45.28 | |
| Spirit Airlines (SAVE) | 4.1 | $4.2M | 325k | 12.89 | |
| Antero Midstream Corp antero midstream (AM) | 2.8 | $2.9M | 1.4M | 2.10 | |
| Consol Energy (CEIX) | 2.8 | $2.9M | 775k | 3.69 | |
| U.S. Bancorp (USB) | 2.3 | $2.3M | 68k | 34.44 | |
| Alliance Resource Partners (ARLP) | 2.1 | $2.2M | 695k | 3.10 | |
| Blackberry (BB) | 1.9 | $2.0M | 485k | 4.13 | |
| Ciner Res | 1.8 | $1.9M | 180k | 10.36 | |
| Precision Drilling Corporation | 1.7 | $1.8M | 5.7M | 0.31 | |
| General Motors Company (GM) | 1.6 | $1.7M | 80k | 20.77 | |
| Koppers Holdings (KOP) | 1.4 | $1.5M | 119k | 12.37 | |
| Martin Marietta Materials (MLM) | 1.4 | $1.4M | 7.5k | 189.20 | |
| Concrete Pumping Hldgs (BBCP) | 1.3 | $1.4M | 485k | 2.86 | |
| Mohawk Industries (MHK) | 0.9 | $953k | 13k | 76.24 | |
| Antero Res (AR) | 0.9 | $880k | 1.2M | 0.71 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $750k | 4.1k | 182.93 | |
| Kirkland Lake Gold | 0.6 | $592k | 20k | 29.60 | |
| Hldgs (UAL) | 0.5 | $474k | 15k | 31.60 | |
| Delta Air Lines (DAL) | 0.3 | $285k | 10k | 28.50 | |
| Cal-Maine Foods (CALM) | 0.2 | $220k | 5.0k | 44.00 | |
| Ramaco Res | 0.0 | $48k | 20k | 2.40 |
